PDS Planning’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
3,256
+183
| +6% | +$18.8K | 0.02% | 325 |
|
|
2025
Q1 | $320K | Buy |
3,073
+800
| +35% | +$83.4K | 0.03% | 309 |
|
|
2024
Q4 | $206K | Hold |
2,273
| – | – | 0.02% | 396 |
|
|
2024
Q3 | $270K | Buy |
2,273
+80
| +4% | +$9.49K | 0.02% | 325 |
|
|
2024
Q2 | $214K | Sell |
2,193
-113
| -5% | -$11K | 0.02% | 344 |
|
|
2024
Q1 | $244K | Buy |
2,306
+70
| +3% | +$7.41K | 0.03% | 310 |
|
|
2023
Q4 | $258K | Sell |
2,236
-173
| -7% | -$19.9K | 0.03% | 271 |
|
|
2023
Q3 | $222K | Buy |
+2,409
| New | +$222K | 0.03% | 280 |
|
|
2023
Q2 | – | Sell |
-1,642
| Closed | -$220K | – | 342 |
|
|
2023
Q1 | $220K | Buy |
+1,642
| New | +$220K | 0.03% | 253 |
|
|
2022
Q3 | – | Sell |
-1,261
| Closed | -$212K | – | 206 |
|
|
2022
Q2 | $212K | Buy |
+1,261
| New | +$212K | 0.04% | 182 |
|